pinnacle financial solutions - Privacy policy
Effective Date: October 23, 2025
Pinnacle Financial Services, LLC (“we,” “our,” “us”) values your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or interact with us.
1. Information We Collect
We may collect the following types of information:
Personal Information:
- Name, email address, phone number, and mailing address
- Financial or tax-related information provided voluntarily
- Business information (if applicable)
- Payment card information (if applicable)
Non-Personal Information:
- Browser type, IP address, device data, and website usage analytics
2. How We Use Your Information
We use the information we collect to:
- Provide and manage our services (Tax Preparation, Bookkeeping, Credit Repair, etc.)
- Process payments and deliver requested products or services
- Communicate with you about updates, offers, and resources
- Improve our website and customer experience
- Maintain legal compliance and protect against fraud
3. Information Sharing and Disclosure
We do not sell or rent your personal data.
We may share limited information with:
- Trusted service providers who help operate our business (e.g., payment processors, IT support)
- Legal authorities if required by law
- Business partners with your consent
All partners and vendors are bound by confidentiality and data protection agreements.
4. Data Security
We implement reasonable technical and organizational safeguards to protect your personal information against unauthorized access, disclosure, or misuse.
5. Your Rights
Depending on your location, you may have the right to:
- Access or request a copy of your personal information
- Correct inaccuracies
- Request deletion of your data
- Withdraw consent to marketing communications
To exercise your rights, contact us at: 📧 [email protected]
6. Cookies and Tracking
Our website may use cookies and analytics tools to enhance your browsing experience. You can control cookie preferences through your browser settings.
7. Third-Party Links
Our site may include links to external websites. We are not responsible for the privacy practices or content of those third-party sites.
8. Updates to This Policy
We may update this Privacy Policy periodically. The revised version will be posted on this page with the updated effective date.
9. Contact Us
If you have questions or concerns about this Privacy Policy, please contact us at:
📧 [email protected]
📞 225-360-5266
CONTACT US
225-360-5266
+1 888-360-1868
© Copyright 2026. Pinnacle Financial Services, LLC
All Rights Reserved. Privacy Policy